Truvag

What Truvag does

Truvag AG is a Swiss integrated professional services firm founded in 1961 and headquartered in Sursee, with wholly-owned auditing subsidiary Truvag Revisions AG and four regional offices (Sursee, Kriens, Reiden, Willisau) serving Central Switzerland. The company operates three divisions under one brand: Treuhand (fiduciary), Immobilien (real estate), and Revision (auditing). Its service catalogue spans bookkeeping and financial statements, VAT and customs consulting, payroll administration, tax and legal advisory, business consulting (company formation, succession planning, due diligence, business valuation, M&A, financing), statutory auditing for private and public sectors, and a full real estate stack (property management, marketing, consulting, DCF-based valuation, and construction management). The firm administers 3,000+ active mandates, manages 5,000+ rental and condominium apartments plus approximately 90,000 m² of commercial space with annual rental volume exceeding CHF 70 million, and prepares 300+ property appraisals per year.

The core technology stack is built on the third-party Abacus Business Software ERP (for which Truvag offers its own implementation and consulting practice) and on internally developed property valuation tools that support static and dynamic (DCF) methods for independent neutral portfolio valuations. The proprietary tenant-facing channel "Woonig" and the "Truvag-Info" newsletter constitute the firm's branded digital touchpoints. No proprietary software platform, AI/ML capability, patents, or third-party integrations are disclosed.

Revenue is generated through fee-based professional services engagements across five streams: trust and fiduciary, tax and legal advisory, business consulting, real estate services (management/marketing/valuation/construction), and auditing. Pricing is per engagement and not publicly disclosed. Go-to-market is sales-led through direct in-person engagement at the four regional offices, supplemented by content marketing (website, newsletter), industry associations (SVIT, Treuhand Suisse), and co-hosted regional events. Customer segments are diversified across firms and institutions, private individuals, public-sector entities, and a specialized healthcare practice vertical.

Name

Truvag

Legal name

Truvag AG

Website

https://truvag.ch

Company type

Private

Founded year

1961

Operating status

Operating

Headcount range

51–100 employees

Short description

Truvag AG is a Swiss professional services firm founded in 1961 and headquartered in Sursee that delivers integrated fiduciary, tax, legal, business consulting, real estate management/valuation, and auditing services to firms, private individuals, public-sector entities, and healthcare practices across Central Switzerland through four regional offices.

Ownership category

akta.pro rank

Product category

Fiduciary and Real Estate Professional Services

NAICS

Trusts, Estates, and Agency Accounts (525920), Offices of Real Estate Agents and Brokers (53121), Legal Services (5411)

SIC

Services-Legal Services (8111), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Family Office Trust & Fiduciary Services (FSAEAKAF), Trust, Fiduciary & Estate Planning Services (FSABADAG)

Keywords

• Fiduciary services
• Real estate management
• Tax and legal advisory
• Business consulting
• Auditing services

Headquarters

HQ city

Sursee

HQ country

Switzerland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Trust and Fiduciary Services: Comprehensive fiduciary services including bookkeeping, financial statements, VAT consulting, payroll and personnel administration, representation before authorities, and physician consulting.
2. Tax and Legal Advisory: Tax advisory and legal consulting services for both firms and private individuals.
3. Business Consulting: Business consulting services including company formation, succession planning, due diligence, business valuations, company acquisitions, financing consulting, and corporate transactions.
4. Real Estate Services: Property management of over 5,000 rental and condominium apartments plus approximately 90,000 m2 of commercial space with annual rental volume exceeding CHF 70 million. Services include marketing, property management, consulting, construction management, and valuations.
5. Auditing Services: Auditing services for both private businesses and the public sector.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Truvag AG is a Swiss professional services firm providing integrated fiduciary (Treuhand), tax and legal, business consulting, auditing, and full-service real estate (management, valuation, marketing, consulting, construction management) services to companies, public-sector entities, foundations, healthcare professionals, and private individuals via four regional offices in Central Switzerland.

Product overview

Truvag AG operates as a unified trust and real estate services company offering integrated professional services across three core divisions: Treuhand (fiduciary services), Immobilien (real estate), and Revision (auditing). The company provides a comprehensive portfolio including bookkeeping and accounting, tax and legal advisory, business consulting, auditing, and full-service real estate management. Key offerings span property valuation, construction management, marketing, and administration. The company leverages Abacus Business Software for ERP services and offers the Woonig online tenant portal for property residents. With four regional offices in Sursee, Luzern, Reiden, and Willisau, Truvag serves over 3,000 mandates and manages over 5,000 rental units and 90,000 m² of commercial space.

Differentiator

Problem solved

Functional benefit

Brands

• Woonig: Online portal for property management services
• Truvag-Info

Products and services

• Treuhand (Trust and Fiduciary Services) Comprehensive fiduciary and trust services including bookkeeping, financial statement preparation, VAT/duty consulting, payroll and personnel administration, representation before authorities, and dedicated physician consulting, delivered to companies, institutions, foundations, healthcare professionals, and private individuals.
• Steuern & Recht (Tax and Legal Advisory) Tax advisory (planning, returns) and legal advisory/counsel for both businesses and private individuals across the firm's Central Switzerland service area.
• Wirtschaftsberatung (Business Consulting) Business consulting for companies and public-sector entities covering company formation, succession planning, due diligence, business valuation, company acquisitions, financing consulting, and corporate transactions.
• Wirtschaftsprüfung (Auditing) Statutory and voluntary auditing services for private businesses and the public sector, delivered in part through the wholly-owned subsidiary Truvag Revisions AG.
• Immobilien-Bewirtschaftung (Property Management) Full-service real estate management for owners and investors, covering property administration, financial management of real estate portfolios, tenant services, and access to the Woonig online portal, currently covering 5,000+ apartments and 90,000 m² of commercial space.
• Immobilien-Vermarktung (Real Estate Marketing / Brokerage) Marketing and brokerage services for the sale and rental (Vermarktung) of residential and commercial properties.
• Immobilien-Beratung (Real Estate Consulting) Advisory services for real estate projects including feasibility studies, profitability calculations, market and location analyses, real estate law, and purchase/sale decision consulting.
• Immobilien-Bewertung (Property Valuation) Professional independent property valuations using static and dynamic (DCF) valuation methods, producing expert opinions for residential, multi-family, commercial, and portfolio properties, with more than 300 appraisals prepared annually.
• Baumanagement & Bauberatung (Construction Management & Advisory) Construction management and advisory services including project management, construction leadership, cost and schedule planning, condition analysis with recommendations, and client representation during construction.
• Abacus Business Software Implementation & Consulting Implementation, consulting, and support services for Abacus Business Software, a Swiss ERP/accounting platform used for business management, accounting, payroll, and administration.
• Onlineportal Woonig (Tenant Online Portal) Self-service online tenant portal offered to residents of properties managed by Truvag to access tenancy-related information, documents, and services.

Quantifiable outcome

• Manages over 5,000 rental and condominium apartments with annual rental volume exceeding CHF 70 million
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered minor.

• SVIT (Swiss Real Estate Association)minorOthersIndustry association membership displaying SVIT logo on website, indicating professional affiliation with the Swiss real estate industry association.
• Treuhand SuisseminorOthersIndustry association membership displaying Treuhand Suisse logo on website, indicating professional affiliation with the Swiss fiduciary/trust industry association.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• OBT AG: Swiss mid-sized fiduciary, audit, tax, and consulting firm with regional depth across Central and Eastern Switzerland. Closely comparable to Truvag in service mix (Treuhand, Wirtschaftsprüfung, Steuern, Unternehmensberatung) and SME target market.
• Wincasa AG: One of Switzerland's largest property management firms, managing tens of thousands of residential and commercial units nationwide. Directly comparable to Truvag's Immobilien-Bewirtschaftung business line at significantly larger scale.
• Balmer-Etienne AG: Independent Swiss fiduciary, audit, and tax advisory firm headquartered in Lucerne. Directly comparable to Truvag in core fiduciary services, regional Central Switzerland footprint, and SME/mid-market client focus.
• Livit AG: Switzerland's leading independent property management company handling residential and commercial real estate portfolios. Comparable to Truvag's property management business but with national scale and broader service depth.
• Allvisa AG: Swiss fiduciary and audit firm serving SMEs and private clients across Central Switzerland and beyond. Comparable to Truvag in Treuhand, Steuerberatung, and Wirtschaftsprüfung offerings with similar mid-market positioning.

Broad incumbents

• KPMG Switzerland: Big 4 professional services firm offering audit, tax, legal, and advisory services in Switzerland. Overlaps with Truvag in Treuhand, Steuern, and Wirtschaftsprüfung but addresses a much larger and more complex client base across Switzerland.
• BDO Switzerland: Top-tier Swiss audit, fiduciary, tax, and consulting firm with national coverage. Comparable to Truvag in fiduciary and audit services but operating at significantly larger scale and broader service portfolio including international mandates.
• PwC Switzerland: Big 4 firm with substantial Swiss fiduciary, tax, legal, and audit operations. Overlaps with Truvag across multiple service lines but operates at national scale with deep cross-border capabilities that Truvag lacks.

Emerging players

• Wüest Partner AG: Independent Swiss real estate research, valuation, and consulting firm. Comparable to Truvag's Immobilien-Bewertung service line (300+ appraisals annually) and broader real estate advisory, with a stronger data/analytics specialization.
• FPRE (Schweizerische Immobiliengesellschaft): Swiss independent real estate valuation and consulting firm specializing in DCF and market-based property appraisals. Directly comparable to Truvag's property valuation practice with stronger specialization in residential and commercial valuation methodology.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Truvag